18th February 2008

The Mortgage Company picks Dashboard Software

The Mortgage Company has today announced that they have selected Dashboard as the exclusive provider of their client management system.

Dashboard is a user friendly web based solution for the mortgage intermediary containing powerful workflow and case management functionality covering the entire advisory, application and processing life cycle. The system includes comprehensive reporting, case tracking and commission reconciliation as well as extensive CRM capabilities.

The Dashboard system chosen by The Mortgage Company will offer a unified end-to-end solution, which manages the sale from the adviser’s desktop through to application submission.

Laura Lamb – director at The Mortgage Company announced the decision saying;

“After researching the options available, we chose Dashboard for its ability to deliver a mortgage software package that could help us grow our business. It's been a welcome change to find a flexible product which can be adapted to suit our own individual procedures easily”.

Ian Fitzpatrick – director of sales at Dashboard commented:

“We’re delighted to welcome The Mortgage Company as a new client to Dashboard Software and would like to thank them for choosing us to provide the systems that will support their business. They are young and dynamic company with high levels of client service and as a result, this needs to be supported with a robust business process and customer management retention system of which Dashboard will produce.

“Additionally, as a Trigold company we’re also able to offer customers the benefits of an integration with the Trigold software to introduce a new level of practicality and convenience to manage workflow and submit applications to lenders.”